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Add Appeal Description and/or referennce field to the Year End Statement canned financial report
Our board members would like more detail about their cash donations for their year end statements.0
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Copy Addressee and Salutation text
It would be lovely if we could Copy text from the addressee and salutation fields even if it is not marked "editable". Often our donors prefer to be addressed with a couple of titles and multiple suffixes - which is time consuming and a recipe for...1
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Add Package Column to Comparative Report Output
It is useful to be able to see the gift detail for comparison purposes.0
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Ability to define which Action Default Sets a user sees
It would be great to be able to define which Action Default Sets a user sees. Almost a re-purposing of the "Only show my default sets" to show a list of defaults the user can choose to show instead of the defaults they have physically created.0
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Occupation
Would like to suggest being able to add someones occupation without having their business added as a relationship and without adding constituent codes for every occupation we have. Thank you!0
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Ability to restrict security access by primary education class year similar to current restriction by constituency code
When we move to NXT we will have unlimited user licenses. Would like to be able to extend the use of the database to our class agents. Being able to restrict what they see on which constituents is critical.0
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Move "[Add New Table]" to the top of the drop down menu under Config>Attributes>Table Name
It would eliminate a lot of calls to BB if you placed that at the top instead of bottom, for obvious reasons...it's not noticable, nor intuitive to be at the bottom of the dropdown.0
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Automate Database Switch from Test to Prod when Switching in Web View
When a user switches from Test to Production version in web view and that user already had database view open, the corresponding database view should also switch from Test to Prod (i.e., the web views and database views should always be in sync so...0
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Optional business rule that will automatically add active solicitors or the current user as action solicitor
It would be efficient to have the business rule option (or user option) available to automatically add active solicitors or the current user as the action solicitor. It would reduce data entry time for solicitors and increase solicitor reporting a...0
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Add a feature that allows for globally deleting more than one assigned solicitor at a time
Add a feature that allows for globally deleting more than one assigned solicitor at a time. I think this basic idea doesn't really need justification.1